Greenpanel Industries conducted their earnings con-call today at 4:00 pm
"One of the major MDF player in India"
Here are the key highlights of the call 😀👇
@varinder_bansal @nid_rockz
- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.
- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.
- Company has witnessed larger growth in towns and cities and things are slow in urban areas specially in western states.
- Extent of industrial growth from company point of view is that it have grown above 25 percent in previous times and further it can growth above 15 percent next quarter
- Non availability of containers for shipment is impacting imports.
- Company have sufficient space in Andhra Pradesh to do brownfield expansion
- Value added MDF contribution has gone up this quarter.
- For next couple of years growth can be of 15 to 20% in MDF segment. In plywood in bad times 3 to 4% and in good period 6 to 8%.
- Net debt: 452 crore at end of current quarter, 400cr by 31 March 2021 and Around 200 crore by 2022.
-There have been a change in the product mix for the company. There is a dip in plywood realization as people shifted to other alternative.
- After MDF full capacity expansion there will not be a lot of Marketing expenditure
More from The Tycoon Mindset
This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.
{Thread of Threads}
🧵👇
Basic of Buyback
BASICS OF Buyback:
— The Tycoon Mindset (@tycoonmindset05) August 31, 2021
This thread is important for every investor who invest in Equity Market
Topics Covered:
1. What is Buyback?
2. Why buyback is important for every investor?
3. How to invest & participate in Buyback?
4. What not to do to avoid Buyback failure?
\U0001f9f5\U0001f447 pic.twitter.com/zR4XPpfU74
Just Dial buyback experience & Notable Learning
Buyback experience:
— The Tycoon Mindset (@tycoonmindset05) September 22, 2020
JustDial buyback just ended. We made a return of ~47% in a quarter by following our Buyback Strategy & technical analysis@gauravgsgs @NeerajMarathe @Prashanth_Krish @mysticfuture @MysticWealth11 @suru27 @tapak7 @stockifi_Invest
Thread of Buyback Play\U0001f447\U0001f9f5
Past Case Studies with different learning:
1. TCS Buyback
Releasing our another piece of buyback analysis on TCS.
— The Tycoon Mindset (@tycoonmindset05) October 11, 2020
Summarizing our article for anyone who wants to have a quick look in our further thread.@shyamsek @SumitResearch @Prakashplutus @tapak7@SanaSecurities @Maaachaaa69 https://t.co/m83G9JZAtN
2. Gandhi Special tubes
Gandhi Special Tubes has come up with buyback at a price of Rs 550. Buyback is ~5% of the total capital.
— The Tycoon Mindset (@tycoonmindset05) July 7, 2021
With higher retail shareholder and promoter participation, Buyback is still lucrative.
Read here, about what's intriguing in this buyback play \U0001f447\U0001f600https://t.co/iKe25GTaYo
More from India
The schism of BJP- RSS ideology.
Full blown Schizophrenia if one wants to psychoanalyze BJP.
#doublebind where a parent keeps giving double messages to their confused children. They adore the parent for one thing and hate them for another.
BJP-RSS ideology
— Dr. Latha (@DrlathaC) January 30, 2021
Lower rank workers worship #NathuramGodse, but leaders worship Mahatma Gandhi.
True meaning of #SabkaSaath \U0001f606
How can BJP sustain itself with this kind of internal schism? In other words no samanjas or clarity of what they stand for?
Its exploding now. The madness.
People airing out Gandhi's sexuality out of context and irrelevant to him being killed by Godse.Supporting Godse's action
But not understanding that the same reasons why Godse was killed are the reasons why BJP leaders today hail Gandhi as Bapu or Mahatma. On #MartyrsDay
Very dangerous mind or #headgames being played out here. Our country is a large scale mental asylum with broken psyche.
Sanatana Dharma does not need more Nathuram Godses. We need more Shri Vidyaranyas and Adi Shankaras who would build Hindu Rajya through Raja and kshatriya Dharma.
Nathuram Godse as a Brahmana weakened his brahmanatwam by adopting a Nationalist ideology.
Instead he could have used his pourusham to garber a Sanatani movement to fight against INC and Gandhian ideology.
He dissented from RSS and started his own Hindu Rashtra Dal and also was a member of Hindu Mahasabha. However he did not fall back on our darshana s to understand